See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,556 | $74,927+44.9% | $101,794+6.6% | $84,808+28.0% |
| Participation rate | 42.5% | 61.4%-18.9pp | 69.2%-26.7pp | 68.3%-25.8pp |
| Annual return | 13.71% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $591 | $1,522-61.1% | $2,289-74.2% | $2,631-77.5% |
| Participant deferral / active EE | $4,794 | $3,099+54.7% | $4,084+17.4% | $4,212+13.8% |
| Admin fee / account holder | $10,488 | $6,514+61.0% | $8,777+19.5% | $7,344+42.8% |